Regional Director(Central PA Territory)

2 weeks ago

Merrimack, United States Fidelity TalentSource LLC Full time



Job Description:


The Role
We have an exciting sales opportunity to work with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:
Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.

Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.

The Expertise and Skills You Bring
Bachelor s Degree required
Series 7 and 63 required
CIMA or CFA desired
Passion for the financial or investment management industry
5 years of field sales experience, working within Financial Services Industry required\u00A0
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative
investments and retirement solutions
Excellent interpersonal skills that translate into a positive client experience
Passion for sales and the ability to uncover and qualify new opportunities
Commitment to constant self-improvement and exhibit a competitive drive
Ability to thrive in our fast-paced environment and enjoy being part of a strong team
High aptitude to learn new things quickly and adapt to new situations
Effective consultative sales and presentation skills

The Team

As a Field Wholesaler/Regional Director your primary responsibility will be supporting and driving sales through financial advisors. You ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer and RIA communities.

In your role you will be an important part of the FI distribution team and will be responsible for making in-person and Zoom sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share via the distribution and retention of our Mutual Fund, ETF, SMA, Alt and Model Portfolio product lines.





Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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